Program Manager

• Review and finalize ~300 high-net-worth individual returns annually, many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning
• Review ~20 trust and estate tax returns (Form 1041) and related filings
• Review or support preparation of international compliance forms including FBAR, 5471, 5472, 8938, GILTI
• Serve as a go-to resource for individual tax planning for business owners and families, including year-end planning and estimated payment strategies
• Supervise and mentor staff and seasonal preparers (including remote contractors)
• Coordinate with other Tax Department leaders on workload, deadlines, and firm initiatives
• Collaborate with the GovCon and Accounting departments to deliver cross-functional planning and compliance
• Assist in staff development, documentation of review procedures, and quality control initiatives

Tax Program Manager – Individual, Trust, International

Program Manager III – Operational Excellence

Program Manager

SLED Supplier Program Manager

Program Manager